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AI Chips & Compute

Latest news, developments and reporting on AI Chips & Compute.

Markets · AI Chips & Compute

Seoul Shares Rise 4.1% as Tech Stocks Rebound Despite AI Investment Concerns

Seoul's KOSPI rose 4.1% as tech stocks rebounded despite concerns over heavy AI infrastructure investment, Yonhap reported.

Companies · Markets · AI Chips & Compute

Photon Bridge raises €10m to build laser devices connecting AI chips

Dutch startup Photon Bridge raised €10m to build laser devices linking AI chips in data centres.

Companies · Large Language Models · AI Chips & Compute

Chery's Yaoguang 2035 plan targets AI-driven tech group beyond cars

Chery unveiled a 2035 strategy to become an AI-driven global technology company beyond carmaking.

AI Chips & Compute · Companies

Google unveils TorchTPU in push to loosen Nvidia's grip on AI compute

Google unveiled TorchTPU, a PyTorch variant for its TPUs, escalating its challenge to Nvidia's software advantage.

Markets · Companies · AI Chips & Compute

Elice's 32% Debut Drop Signals Sharper Scrutiny of AI Spending

Elice fell 32% in its Seoul debut, then rebounded 30%, as investors scrutinize AI spending and neocloud debt.

Companies · AI Chips & Compute · Markets

SpaceX, Tesla Form Merger Committees as AI Becomes SpaceX’s Top Revenue Source

SpaceX and Tesla have set up special committees to discuss a potential merger, Elon Musk said, as SpaceX posted its first quarterly profit and AI became its largest revenue source. Anthropic, Tencent, Qualcomm and Chinese auto regulators also disclosed major developments.

Companies · Large Language Models · AI Chips & Compute

DeepSeek open-sources DeepInfer inference framework

DeepSeek open-sourced DeepInfer, its production inference framework for V4.1-Flash on Nvidia Blackwell and Huawei Ascend 950.

Companies · AI Chips & Compute

Leaked S-1 Shows Anthropic’s Cloud Capacity Strain Ahead of IPO

A leaked S-1 reported by WSJ shows Anthropic facing cloud capacity constraints and huge spending plans amid steep losses.

Companies · AI Chips & Compute · Markets

SpaceX Q3 revenue jumps 161% as AI segment tops half of sales

SpaceX’s Q3 revenue rose 161% to $14.6 billion, led by its Super Intelligence AI unit, which generated $7.6 billion and 52% of sales.

AI Chips & Compute · Large Language Models · Robotics

Astrolab’s FLIP rover to run first LLMs on the moon

Astrolab’s FLIP lunar rover, slated for launch as early as November 2026, will carry HPE’s Spaceborne-4 computer to run custom large language models on the lunar surface, the first such use, MIT Technology Review reports.

Markets · Companies · AI Chips & Compute

Cramer Trust Sells Broadcom, Capital One Shares to Trim AI and Credit Risk

Cramer trust sold Broadcom and Capital One shares, trimming AI exposure and a credit-sensitive bank stake.

AI Chips & Compute · Companies

Google Releases TorchTPU, Joining Amazon in Challenge to Nvidia

Google launched TorchTPU, letting PyTorch apps run on TPUs with minimal changes and joining Amazon’s push against Nvidia.

AI Chips & Compute · Companies

Google Open-Sources TorchTPU, a Native PyTorch Backend for Cloud TPUs

Google open-sourced TorchTPU, a native PyTorch backend for Cloud TPUs co-developed with Meta, replacing PyTorch/XLA.

AI Chips & Compute · Companies

Anthropic in Talks With Nscale for Second Multibillion-Dollar Computing Deal, Source Says

Anthropic is negotiating a second multibillion-dollar lease with U.K. neocloud Nscale for a 460-megawatt data center in West Virginia, a source told CNBC, as the AI company seeks more computing capacity.

Companies · AI Chips & Compute · Large Language Models

DeepSeek open-sources DeepInfer inference engine behind DeepSeek-V4.1-Flash

DeepSeek open-sources DeepInfer, the Apache 2.0 engine behind DeepSeek-V4.1-Flash, for Nvidia and Huawei hardware.

Companies · Markets · AI Chips & Compute

Nvidia to Back Four German Startups in Latest European Investment Push

Nvidia plans to back four German startups in robotics, healthcare, AI audio and satellites, part of its European push.

Markets · AI Chips & Compute · Companies

AI Data-Center Stocks Fall After Elice's 32% Debut Plunge

Elice fell 32% in its South Korean trading debut, pressuring CoreWeave and other AI data-center stocks and reviving concerns over overcapacity and credit risk.

Companies · AI Chips & Compute · Large Language Models

IBM-backed llm-d 1.0 adds controls for self-hosted AI inference

IBM-backed llm-d released version 1.0, adding multi-tenant controls, zero-downtime upgrades and agent-focused routing for self-hosted AI inference.

Companies · Policy & Regulation · AI Chips & Compute

AI Datacenter Plan Floated for Boarded-Up San Francisco Mall

A Maryland developer has asked San Francisco about permits for a possible AI datacenter and community exhibit at the boarded-up San Francisco Centre mall, the Chronicle reported. No permit has been filed, and a new 45-day moratorium may affect approval.

AI Chips & Compute · Companies · Products & Applications

Nvidia RTX PRO 5500 China Orders Top 3 Million Before Delivery, Leiphone Says

Leiphone says China orders for Nvidia's RTX PRO 5500 top 3 million before delivery, while RTX 5090 prices climb.

Companies · AI Chips & Compute

Microsoft Exits Anchor Role for UK AI Supercomputer as Grid Delays Mount

Microsoft reportedly drops anchor role in Nscale's UK AI supercomputer over grid delays to the 2030s.

Companies · AI Chips & Compute · Large Language Models

Starling partners Nvidia to build transactional foundation model as European fintechs pursue AI scale

Starling partners Nvidia for a transactional foundation model, joining Revolut and Lendable in Europe's fintech AI race.

Companies · AI Chips & Compute

Samsung Expands Pyeongtaek Chip Hub as AI Memory Demand Climbs

Samsung is expanding its Pyeongtaek semiconductor complex, with three fabs running around the clock and a fourth coming online, as AI-driven memory demand rises.

AI Chips & Compute · Products & Applications

Nvidia RTX Spark SoC Impresses in Hands-On Test Across AI, Creative and Gaming Tasks

TechRadar found Nvidia's RTX Spark SoC delivered strong multi-core performance and local AI power in a compact design.